Filed January 22, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,880 | $162,136-87.7% | $152,301-86.9% | $154,746-87.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 22.14% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,410 | $4,890-71.2% | $4,624-69.5% | $4,379-67.8% |
| Participant deferral / active EE | $3,398 | $8,341-59.3% | $8,004-57.6% | $6,730-49.5% |
| Admin fee / account holder | $461 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |